+40.0%
PATH vs LIN
+2.8%
+37.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.7% | -17.2% |
| 7D | -16.3% | -2.1% | -14.2% | -17.5% |
| 30D | +9.9% | -2.4% | +12.3% | +8.2% |
| 3M | +30.2% | -5.6% | +35.7% | +26.1% |
| 6M | +37.2% | -3.4% | +40.6% | +36.6% |
| YTD | -7.3% | +13.1% | -20.4% | +6.4% |
| 1Y | +40.0% | +2.5% | +37.5% | +55.7% |
| All | +40.0% | +2.8% | +37.2% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LIN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling